WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1044 Cr | ₹1228 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Feb 2023 | 05 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 0.0% | 260% |
| Expense Ratio | 2.16 | 2.17 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01720 | INF247L01585 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.05% | 5.22% |
| 6 Month | 13.17% | 18.37% |
| 1 Year | 24.92% | 26.2% |
| 3 Year | - | 14.06% |
| 5 Year | - | 13.31% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.16% | 7.29% |
| 3 Year | 14.88% | 24.3% |
| 5 Year | 14.88% | 35.58% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.07% | 11.23% |
| 3 Year | 17% | 28.35% |
| 5 Year | 17% | 40.24% |
| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 9.95% |
| Sharp | - | 0.62% |
| Beta | - | 0.81% |
| Alpha | - | 2.75% |
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| Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rakesh Shetty |
| Total AUM | ₹5379 Cr | ₹33886 Cr |
| Fund Manage | 9 | 19 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.73 | 19.11 |
| Large Cap | 49.34 | 17.71 |
| Mid Cap | 4.52 | 46.3 |
| Small Cap | 10.42 | 16.86 |
| Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.17 | 24.15 |
| Financial | 28.07 | 4.41 |
| Insurance | 0.91 | 9.62 |
| Materials | 1.78 | - |
| Healthcare | 4.27 | 5.17 |
| Communication | 1.43 | 3.03 |
| Technology | 4.28 | 8.26 |
| Energy | 2.98 | 1.18 |
| Construction | 2.31 | 3 |
| Metals & Mining | 1.71 | - |
| Sovereign | 12.93 | 2.43 |
| Services | 6.12 | 14.57 |
| Automobile | 2.12 | 19.24 |
| Capital Goods | 5.24 | 3.36 |
| Consumer Staples | 4.03 | 1.56 |
| Consumer Discretionary | 1.66 | - |
| Chemicals | 0.63 | - |
| Textiles | 0.37 | - |
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